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Listen "The Cutting Cycle Commences"
Episode Synopsis
This week we cover the onset of the global cutting cycle, as the BoC and the ECB took important first steps this week. Then we shine our spotlight beyond the S&P 500, arguing that small is beautiful.
The Week in Review (0:40) — The BoC and the ECB ease and the U.S. data softens
The Week Ahead (6:56) — A potential damp squib from
the FOMC — but keep an eye on CPI
The Spotlight (8:06) — Looking for value beyond the S&P 500
Please get in touch at: [email protected]
For a 30-day free trial of our research, click here: https://web.rosenbergresearch.com/RosenbergRoundupTrial
The Week in Review (0:40) — The BoC and the ECB ease and the U.S. data softens
The Week Ahead (6:56) — A potential damp squib from
the FOMC — but keep an eye on CPI
The Spotlight (8:06) — Looking for value beyond the S&P 500
Please get in touch at: [email protected]
For a 30-day free trial of our research, click here: https://web.rosenbergresearch.com/RosenbergRoundupTrial
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In God we trust